Radix Organization, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 23, 2026, reports $200M in regulatory assets under management, 4 employees, and 145 accounts.
Assets Under Management
$200M
Employees
4
Offices
--
Total Clients
95
Primary office
NEW YORK, NY
501 E 79TH STREET, #19A, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 94.7% of total clients.
Top client categories% of clientsClients
1
HNWI
94.7%
90
2
Pension Plans
3.2%
3
3
Charitable
2.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of March 23, 2026
Discretionary69.5%
$139M
70% of total RAUM69.5%
Non-discretionary30.5%
$61M
30% of total RAUM30.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$200M
Total Accounts145
10Y AUM Change+$80M (+66.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.